Smart Retirement Planning

We help retirees like you, transition into retirement by utilizing our experience, investment discipline and taking the time to learn about what is important to you. As you begin this stage of your life, financial decisions involved like replacing income needs, may seem overwhelming. We can help make this process a little easier for you.

We begin with a comprehensive analysis of your Company Pension or Retirement Plan. We not only evaluate and discuss the options available to you, but also consider the advantages and potential disadvantages to you and your beneficiaries. After careful consideration of your specific needs, we present a customized Retirement Plan centered around sound financial advice. We continue to serve our retired clients with ongoing investment management, yet another benefit of your Blue Diamond Experience.

Investment Discipline, Active Management and our focus on Professional Service are what sets us apart from the others. As a valued client, you have our commitment to building a strong relationship with you and your family based on mutual trust. You can depend on us to provide unbiased advice and ind...

OBJECTIVE RESEARCH:

LPL Financial Research continues to set an industry standard for independent and objective investment research because we operate in an environment free from the conflicts of interest inherent across the brokerage industry. We provide impartial recommendations based on high-quality and objective research.

No proprietary investment products to sell

No investment banking relationships to promote

No business conflicts to get in the way of providing unbiased recommendations

INVESTMENT DISCIPLINE

Our sophisticated Investment Discipline is the hallmark of success and strength of our company over the years. We refer to it as BLUE DIAMOND Active ManagementTM. Our comprehensive knowledge of the securities markets and our technical expertise dating back almost 30 years now, gives us an advantage in helping clients navigate complex portfolios.

CONSISTENT COMMUNICATION

Our goal is to keep you well-informed with current market conditions, developing trends and other vital information. In addition, we maintain an open-door policy and we invite our clients to ask questions and communicate with us at any time. We utilize a number of different communication methods and we share pertinent information with you via your preferred method of choice.

PROFESSIONAL SERVICE

At Blue Diamond Wealth Management, we ensure that our clients always feel welcomed, comfortable and appreciated. We pay close attention to even the smallest details where in today’s world, unfortunately are easily forgotten. We are proud to provide our clients with Professional Service and we invite you to join us and experience it for yourself!

PORTFOLIO REVIEWS

The ongoing process of financial success involves consistent and thoughtful reviews of your investment plan. Staying on track is imperative, so we continuously evaluate performance and scrutinize the underlying assets inside your portfolio. Together, we identify any new goals you may have as your needs change and make appropriate adjustments to your portfolio.